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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,692 | $99,921-38.3% | $85,009-27.4% | $145,959-57.7% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+15.0pp |
| Annual return | 10.24% | 83.89%-73.6pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $8,258 | $3,233+155.5% | $2,728+202.7% | $4,661+77.2% |
| Participant deferral / active EE | $5,283 | $5,293-0.2% | $4,522+16.8% | $6,689-21.0% |
| Admin fee / account holder | $4,598 | $7,252-36.6% | $6,153-25.3% | $13,398-65.7% |